KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.77%
71,797
-879
52
$4.24M 0.75%
44,554
-256
53
$4.03M 0.71%
58,383
+370
54
$3.9M 0.69%
33,531
-150
55
$3.74M 0.66%
56,260
-578
56
$3.68M 0.65%
35,057
+1,768
57
$3.65M 0.64%
49,249
+1,203
58
$3.61M 0.64%
63,283
+803
59
$3.4M 0.6%
52,753
+75
60
$3.34M 0.59%
53,375
+977
61
$3.14M 0.56%
28,292
-250
62
$2.9M 0.51%
32,439
-75
63
$2.88M 0.51%
33,981
+65
64
$2.86M 0.51%
29,510
-375
65
$2.74M 0.48%
13,328
+405
66
$2.74M 0.48%
47,574
+1,133
67
$2.6M 0.46%
24,201
-125
68
$2.45M 0.43%
179,586
-923
69
$2.37M 0.42%
39,840
+380
70
$2.27M 0.4%
46,379
+246
71
$2.25M 0.4%
47,603
+70
72
$2.23M 0.39%
44,716
+2,053
73
$2.23M 0.39%
27,765
-243
74
$2.19M 0.39%
42,150
+27
75
$2.18M 0.38%
34,270
+250
1 2
3
4 5